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Integrate HubSpot CRM with Nutshell

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Nutshell

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Nutshell Integrations
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Best HubSpot CRM and Nutshell Integrations

  • HubSpot CRM Integration Nutshell Integration

    HubSpot CRM + Nutshell

    Update Lead in Nutshell when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Nutshell Integration Update Lead
  • HubSpot CRM Integration Nutshell Integration

    HubSpot CRM + Nutshell

    Create Person to Nutshell from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Nutshell Integration Create Person
  • HubSpot CRM Integration Nutshell Integration

    HubSpot CRM + Nutshell

    Create Company to Nutshell from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Nutshell Integration Create Company
  • HubSpot CRM Integration Nutshell Integration

    HubSpot CRM + Nutshell

    Create Lead to Nutshell from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Nutshell Integration Create Lead
  • HubSpot CRM Integration Nutshell Integration

    HubSpot CRM + Nutshell

    Update Lead in Nutshell when New Contact Property Change is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Contact Property Change
     
    Then do this...
    Nutshell Integration Update Lead
  • HubSpot CRM Integration {{item.actionAppName}} Integration

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect HubSpot CRM + Nutshell in easier way

It's easy to connect HubSpot CRM + Nutshell without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot CRM & Nutshell Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nutshell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Nutshell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Nutshell

HubSpot CRM?

HubSpot CRM is a marketing automation top that helps companies streamlines their sales process. It includes lead management, lead scoring, and email marketing tops. HubSpot CRM is used by over 30,000 companies and has won many awards since its launch in 2008 including the Stevie Awards for Sales & Customer Service and the B2B New Product Innovation Award.

  • Nutshell?
  • Nutshell is a CRM top that allows businesses to manage their contacts, leads, campaigns, workflows, and reports. It is used by over 50,000 organizations worldwide. Nutshell also features a social selling platform and a mobile app called Nutshell Connect that customers can download on their iPad or iPhone.

  • Integration of HubSpot CRM and Nutshell
  • HubSpot CRM integrates with multiple sales tops such as Slack, Google Apps, Dropbox, Twitter, LinkedIn, SalesforceIQ, and more. HubSpot’s integration with Nutshell is a key reason why I highly recommend both of these products to my clients. I have integrated HubSpot CRM with Nutshell in order to automate tasks such as sending Gmail templates to prospects based on their profile information. Once a prospect fills out a form on our website, we know which company they work for and where they are in the sales cycle because they have downloaded our guides. When the prospect downloads our guide from our website, we create a contact record in Nutshell using HubSpot’s API. We then create a pipeline for that contact in HubSpot using Nutshell’s API. In HubSpot, we set up a pipeline for this contact using the data from Nutshell and assign an account manager to them. In addition, we set up custom fields in HubSpot so that we know which guides the prospect was interested in and how to communicate with them using various templates depending on their rpe within their organization. This data can be exported to our CRM partners such as SalesforceIQ or Pipedrive using HubSpot’s API. Once the data is exported from Nutshell into these tops, it can be easily integrated with our team calendar in Google Calendar as well as our task management system in Slack. The integration of Nutshell with HubSpot allows us to accomplish all of these tasks while staying within the Nutshell interface instead of having to use several different applications.

    Nutshell allows us to send emails to prospects using templates created in Gmail. However, if we want to send emails to prospects from other email accounts such as outlook or hotmail, we can do this via HubSpot without leaving the Nutshell interface. In addition, we can add our Gmail templates into HubSpot and send emails from there instead. Overall, we save time by being able to send emails from one application instead of switching back and forth between multiple programs.

    The integration of HubSpot CRM with Nutshell allows us to integrate all of our sales tops into one interface rather than having to use several different apps simultaneously. We can also track the performance of our leads and campaigns more efficiently in one program instead of having to switch between several different platforms. For example, if a prospect fills out a Google form on our website, we can immediately add them as a contact record in Nutshell using the HubSpot API. Then we can assign an account manager to this person and set up a pipeline for them in HubSpot using the data from Nutshell. We can also send emails to this person from Gmail using the HubSpot API without leaving the Nutshell interface. Overall, this integration saves us a lot of time and money because we avoid the costs associated with hiring additional employees to manually input data between different platforms. Overall, this integration saves us a lot of time and money because we avoid the costs associated with hiring additional employees to manually input data between different platforms. Furthermore, it allows our sales team to focus on what they do best – selling – instead of spending time looking at multiple screens in order to track various aspects of client relationship management (CRM. such as leads and pipelines. For example, I use SalesforceIQ for my CRM top but also use HubSpot for my blogging software and for setting up marketing campaigns for my clients. If I had time to set up more integrations between my different CRM tops then I would use HubSpot even more effectively because I could set up automated tasks such as creating email templates in Gmail based on whether or not a contact meets certain criteria. However due to time constraints I only use Nutshell with HubSpot at this point in time but I plan on adding more integrations when I have more free time.

  • Benefits of Integration of HubSpot CRM and Nutshell
  • Increased productivity. The integration of HubSpot CRM with Nutshell allows users to save time by integrating their sales tops into one platform versus having to use several different apps simultaneously. Furthermore, it allows salespeople to spend more time focusing on what they do best – selling – instead of spending time looking at multiple screens in order to track various aspects of client relationship management (CRM. such as leads and pipelines.

    Better customer service. Integrating HubSpot CRM with Nutshell allows you to respond faster to your customers because you are able to access their contact information without leaving the Nutshell interface. As explained above, we use Nutshell’s API with HubSpot so that we can import contacts from Nutshell into HubSpot using various filters such as company size or job title which qualifies them as leads for our sales team. In addition, we have customized fields within HubSpot that allow us to tag contacts based on their rpe within their organization. For example, if a prospect is located in Boston then we label them as “Boston” so that we can send them relevant content once they fill out our forms. Furthermore, if we want to send an email template based on the city that they live in then we can quickly find all of our contacts who live in Boston through the Hubspot Tag feature and add these contacts into a group called “Boston” so that they are able to receive our template once they fill out one of our Google Forms. Overall, by creating groups within the HubSpot Pipeline feature based on various criteria such as job title or geographic location we are able to customize our marketing strategy based on each individual contact’s preferences thus increasing the quality of our leads overall.

    Increased productivity. The integration is an efficient way for me to track my prospects outreach activities because I can add tasks such as contacting specific people within my prospect’s company through Gmail or adding notes about my activity level at any given point in time without having to leave the platform that I am viewing my notes on at the time. For example when I am creating outreach emails for my clients using Gmail or Outlook then I immediately add notes about this activity into HubSpot so that I can see how many notes I have made about each individual client over time and how many times I have contacted them without having to switch between platforms or open Word documents just to keep track of these types of activities. Even though it may seem like a small thing, this feature makes it much easier for me to manage my day-to-day schedule because it allows me to stay organized without having to remember all of this information when I review it later while doing other tasks on my computer such as creating blog posts or checking my email inboxes or messaging apps throughout the day. I simply add notes about my activity level at any given point in time into HubSpot so that I can see how many notes I have made about each individual client over time and how many times I have contacted them without having to switch between platforms or open Word documents just to keep track of these types of activities. Even though it may seem like a small thing, this feature makes it much easier for me to manage my day-to-day schedule because it allows me to stay organized without having to remember all of this information when I review it later while doing other tasks on my computer such as creating blog posts or checking my email inboxes or messaging apps throughout the day. Additionally, once a prospect has filled out one of our forms then we are able to create custom fields within HubSpot based on what information they provide us about themselves and their company such as which guides they were interested in downloading or whether or not they would like more information about our services based on their answers provided on their form. We are also able to add custom fields into our contacts within Nutshell based on what information they provide us about themselves when filling out our Google Forms thus allowing us to automate most of our outreach activities once they have submitted one of our forms online

    The process to integrate HubSpot CRM and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.